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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Prudent Investors Network Inc
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|---|---|
| CRD # | 127284 |
| SEC # | 801-79432 |
| CIK # | 0001766005 |
| AUM | $409.3 M (2025-03-27) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 760-597-9255 |
| Address | 22932 El Toro Rd Lake Forest, CA 92630 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.4 | ||
| Amazon Com Inc | 10.2 | ||
| Apple Inc | 2.4 | ||
| Norfolk Southern Corp | 0.7 | ||
| Palo Alto Networks Inc | 0.7 | ||
| Lilly Eli & Co | 0.7 | ||
| AbbVie Inc | 0.6 | ||
| Exxon Mobil Corp | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 457 | 139.6 |
| (b) Individuals (high net worth individuals) | 123 | 269.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 580 | 409.3 |
| By Discretionary | ||
| Discretionary | 580 | 409.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 580 | 409.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 409.3 | |
| Total | 580 | 409.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001766005] |
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|---|---|---|
|
Shoker Investment Counsel Inc
✚
|
0.4 | |
|
Shilanski & Associates Inc
✚
|
AK | 0.4 |
|
SOWA Financial Group Inc
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|
RI | 0.4 |
|
Mustard Seed Financial LLC
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AR | 0.4 |
|
Tolsma Investments LLC
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|
0.4 | |
|
Moneywise Inc
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|
VA | 0.4 |
|
Asset Advisory Group Inc
✚
|
NJ | 0.4 |
|
Capital Square LLC
✚
|
TN | 0.4 |
|
Allgen Financial Advisors Inc
✚
|
FL | 0.4 |
|
Envision Financial Planning LLC
✚
|
TN | 0.4 |